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  1. Start a new quote - enter customer name and address (or if they are an existing customer, search for them in the Contacts page and create a new quote from within their customer entry)Select Quick Quote. Enter any bill total amount, and on their Contact page, click New Quote)

  2. Enter any tariff and consumption profile.

  3. Skip the Design and go to the Pricing page

  4. Add inventory items required to the quote, such as labour, parts, etc. Adjust payment terms and finance options as needed.

  5. On the Reports > Sales page, select the Price Only (no design) template

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  1. Go to the Send page.

  2. Adjust the email content as required, and select the Proposal PDF: Quote Price Only, or Service Price Only.

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  1. Click Send Email.

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